{"podcast":{"title":"Financial Advisor Success","slug":"financial-advisor-success-1002597","podcast_index_feed_id":1002597,"rss_url":"https://fasuccess.libsyn.com/rss","website_url":"https://www.kitces.com/podcast/","image_url":"https://static.libsyn.com/p/assets/9/c/f/5/9cf5890398ef9d2d/Kitces_Podcast_Logo_-_UPDATED_-_LARGE.png","author":"Michael Kitces","episode_count":507,"summary":"The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd's Eye View at www.Kitces.com.","last_synced_at":"2026-09-16T02:19:49.350372+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597"},"episode":{"title":"Ep 495: Scaling To $3.5M Of (Flat-Fee) Revenue by Leaning into A Unique Retirement Income Approach with Bradley Clark","slug":"ep-495-scaling-to-3-5m-of-flat-fee-revenue-by-leaning-into-a-unique-retirement-income-approach-with-bradley-clark","published_at":"2026-06-23T11:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-495-scaling-to-3-5m-of-flat-fee-revenue-by-leaning-into-a-unique-retirement-income-approach-with-bradley-clark","show_page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597","url":"https://fasuccess.libsyn.com/ep-495-scaling-to-35m-of-flat-fee-revenue-by-leaning-into-a-unique-retirement-income-approach-with-bradley-clark","audio_url":"https://media.blubrry.com/financial_advisor_success/traffic.libsyn.com/secure/fasuccess/FAS495_final.mp3?dest-id=395010","summary":"What does it take to build a successful advisory firm using a flat-fee model instead of charging based on assets under management? And how can advisors scale effectively while still delivering highly personalized retirement income planning and maintaining strong client relationships? Bradley Clark is the founder of Clark Asset Management, a remote RIA overseeing $1.6 billion in assets under management for 340 client households. In this episode, Bradley shares how he has grown his firm by focusing on flat fees for clients nearing and in retirement, and why he believes achieving \"minimum efficient scale\" is especially important for firms using this model. Listen in to hear how Bradley tracks operational metrics to measure growth and efficiency, how he has thoughtfully increased fees over time while maintainin g strong client retention, and how lessons from his earlier career experiences helped shape the way he runs and grows his advisory business today. For show notes and more visit: https://www.kitces.com/495","meta_description":"What does it take to build a successful advisory firm using a flat-fee model instead of charging based on assets under management? And how can advisors sc…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5996,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-495-scaling-to-3-5m-of-flat-fee-revenue-by-leaning-into-a-unique-retirement-income-approach-with-bradley-clark/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-495-scaling-to-3-5m-of-flat-fee-revenue-by-leaning-into-a-unique-retirement-income-approach-with-bradley-clark.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}